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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,696 | $29,667+108.0% | $56,441+9.3% | $80,874-23.7% |
| Participation rate | 16.1% | 41.7%-25.5pp | 52.5%-36.4pp | 67.6%-51.5pp |
| Annual return | 13.73% | 35.22%-21.5pp | 1704.21%-1690.5pp | 35.62%-21.9pp |
| Employer contribution / active EE | $571 | $669-14.7% | $1,039-45.0% | $2,756-79.3% |
| Participant deferral / active EE | $1,206 | $1,227-1.7% | $1,953-38.2% | $4,297-71.9% |
| Admin fee / account holder | $6,263 | $2,429+157.8% | $2,829+121.4% | $6,935-9.7% |